Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Patrie is a financial advisor with 49 Financial. She is based out of Rogers, AR and has been in the industry since 2021. Victoria is licensed to offer securities in Arkansas, California, Illinois, Kansas, Missouri, Nevada, Ohio and Texas. She holds Series 63, 65 and 6TO licenses and has completed the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
01/03/2025 - Present
49 Financial (AUSTIN TX)
AR
08/30/2021 - 01/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Rogers AR)
IA
Issued 10/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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